2023-11-15T17:42:58-05:00 2022-12-31 203911007 MINERT & ASSOCIATES 2488 E 81ST ST STE 145 TULSA OK 74137 990 2022-01-01 731042760 A NEW LEAF INC ANEW 9184511491 PO BOX 2370 OWASSO OK 74055 MARY OGLE CEO 9184511491 2023-11-15 true MARY OGLE 999009999 true TONY R MINERT P00290071 9187421616 2023-11-15 2022 2023-04-26 12:10:37Z MARY OGLE 19585 COTTRELL DRIVE CLAREMORE OK 74019 13163903 false X WWW.ANEWLEAF.ORG X 1979 OK TO PROVIDE CHILDREN AND ADULTS WITH DEVELOPMENT DISABILITIES THE LIFE SKILLS AND MARKETABLE JOB TRAINING THROUGH HORTICULTURAL THERAPY, VOCATIONAL PLACEMENT AND RESIDENTIAL SERVICES TO INCREASE THEIR INDEPENDENCE AND INDIVIDUAL CHOICES. 17 17 394 222 0 3746968 10086911 7148929 2655921 27178 -25726 113450 166502 11036525 12883608 0 0 7536005 8820912 0 610044 2415969 3957559 9951974 12778471 1084551 105137 30123597 34016015 8470511 9977344 21653086 24038671 X TO PROVIDE CHILDREN AND ADULTS WITH DEVELOPMENT DISABILITIES THE LIFE SKILLS AND MARKETABLE JOB TRAINING THROUGH HORTICULTURAL THERAPY, VOCATIONAL PLACEMENT AND RESIDENTIAL SERVICES TO INCREASE THEIR INDEPENDENCE AND INDIVIDUAL CHOICES. false false 10479438 EMPLOYMENT SERVICES PROVIDES A WORK SKILL PROGRAM THAT OFFERS LEARNING ENVIRONMENTS GEARED TO ENHANCE DAILY SKILLS BY MEANS OF BOTH HORTICULTURAL SKILLS TRAINING (IN A GREENHOUSE) AND CLASSROOM ACTIVITIES. IN THE GREENHOUSE, INDIVIDUALS LEARN HOW TO PERFORM GREENHOUSE RELATED TASKS: TRANSPLANTING SEEDLINGS, WATERING PLANTS, TENDING ADULT PLANTS AND CREATING FINISHED FLORAL PRODUCTS WHICH CLIENTS THEN HELP TO SELL TO CUSTOMERS IN THE GARDEN CENTER. IN THE CLASSROOM, THROUGH OUR FOR LIFE SKILLS PROGRAM, INDIVIDUALS PARTICIPATE IN A CLASSROOM CURRICULUM. THIS FUN, INTERACTIVE CLASSROOM TEACHES SOCIALIZATION, TEAMWORK, FOLLOWING DIRECTIONS, TIME MANAGEMENT, MOTOR SKILLS, HAND EYE COORDINATION, SHORT AND LONG-TERM MEMORY DEVELOPMENT, IN ADDITION TO MUCH NEEDED LIFE SKILLS THAT ARE MODIFIED AND ADAPTED TO SUIT THEIR INDIVIDUAL ABILITIES. A NEW LEAF, INC PROVIDES JOB TRAINING, PLACEMENT AND SUPERVISION ON COMMUNITY-BASED JOBS FOR A VARIETY OF EMPLOYEES THROUGHOUT THE METRO AREA. THESE PARTNERS CREATE A SPACE FOR ADULTS WITH DEVELOPMENT DISABILITIES TO LEARN WORK SKILLS, HAVE A SAFE WORK ENVIRONMENT, TO DEVELOP THEIR ON PEER GROUP AND BE A PRODUCTIVE MEMBER OF WORKING SOCIETY. WE SERVED 144 IN OUR VOCATIONAL TRAINING PROGRAM. RESIDENTIAL SERVICES A NEW LEAF, INC. RESIDENTIAL PROGRAM OPERATES 2 GROUP HOMES, 43 ADDITIONAL HOUSES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES LIVING IN TULSA METROPOLITAL STATISTICAL AREA. IN ADDITION, IT ALSO OFFERS 24HR/7 DAY ASSISTANCE TO INDIVIDUALS LIVING IN THE COMMUNITY INDEPENDENTLY. ALL CLIENTS ENGAGE IN PROGRAMMING THAT DEVELOPS AND ENCOURAGES THEIR INDEPENDENCE AND INDIVIDUAL CHOICES, SUCH AS HOUSEKEEPING, GROCERY SHOPPING, AND MEAL PREPARATION. SERVICES (I.E. ASSISTANCE WITH ACTIVITIES OF DAILY LIVING SUCH AS HYGIENE, MEDICATION ADMINISTRATION, AND TRANSPORTATION) ARE CATERED TO THE SPECIFIC NEEDS OF THE INDIVIDUALS TO ENSURE THAT THEY ARE SUCCESSFULLY INTEGRATED INTO THE COMMUNITY. THE OVERALL GOAL IS TO PROMOTE INDEPENDENCE AMONG THOSE WE SERVE. A NEW LEAF PROVIDED RESPITE CARE TO 97 INDIVIDUALS AND THEIR FAMILIES. POSTIVE BEHAVIOR SUPPORT SERVICES THE COEXISTENCE OF DEVELOPMENTAL DISABILITIES AND MENTAL HEALTH DISORDERS CAN HAVE SERIOUS EFFECTS ON A PERSON'S DAILY FUNCTIONING BY INTERFERING WITHVOCATIONAL AND RECREATIONAL ACTIVITIES, JEOPARDIZING RESIDENTIAL PLACEMENT,AND DISRUPTING FAMILY AND PEER RELATIONSHIPS. OUR BEHAVIOR SUPPORT PROGRAMPROVIDES DIRECT CARE STAFF, JOB COACHES, AND CLIENTS WITH COMORBIDITIES TOOLSAND COPING TECHNIQUES TO PREVENT BEHAVIOR CHALLENGES BEFORE THEY OCCUR.WE SERVED 31 52 IN OUR BEHAVIOR SUPPORT PROGRAM. 10479438 true true false false false false false false false false true false false true true false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 26 0 394 true false false false false false false false false X 17 17 false false false false false false false true true false false true true true true true true true true false OK X MARY OGLE 9184511491 19585 COTTRELL DRIVE CLAREMORE OK 74019 MARY OGLE CEO 40.00 X 147232 0 0 PHILLIP BELL TRUSTEE 1.00 X 0 0 0 ANGELA BYERS TRUSTEE 1.00 X 0 0 0 DR LESLIE CLARK TRUSTEE 1.00 X 0 0 0 RITA GARRISON TRUSTEE 1.00 X 0 0 0 LISA KORNER TRUSTEE 1.00 X 0 0 0 JAMES LANGSTER TRUSTEE 1.00 X 0 0 0 GREG LUSARDI TRUSTEE 1.00 X 0 0 0 MARK MOORE TRUSTEE 1.00 X 0 0 0 SCOTT STERBENS TRUSTEE 1.00 X 0 0 0 LUKE STRAWN TRUSTEE 1.00 X 0 0 0 TIM SULLIVAN TRUSTEE 1.00 X 0 0 0 DAVE CLEVELAND PAST CHAIR 1.00 X 0 0 0 JOSHUA COLE CHAIRMAN 1.00 X 0 0 0 SARAH MOMPER SECRETARY 1.00 X 0 0 0 KRISTINE SEXTER HR COMMITTEE 1.00 X 0 0 0 BRIAN VOGT TREASURER 1.00 X 0 0 0 147232 1 false false false 10086911 10086911 PROGRAM SERVICE REVENUE 453000 2655921 2655921 2655921 25726 -25726 -25726 -25726 421071 254569 166502 166502 12883608 2796697 X 8820912 7570008 970154 280750 1422457 982554 249963 189940 57470 47700 9770 391147 190196 162781 38170 74352 72286 2066 401888 392789 9099 188339 75898 112441 HOUSE FEES 535781 535781 EQUIPMENT RENTAL & MAINTE 203644 115545 25743 62356 AUTOMOBILE EXPENSE 190708 181173 9535 UTILITIES 167568 160532 4748 2288 324205 154976 132689 36540 12778471 10479438 1688989 610044 2792846 1337227 95974 116813 2189007 3773851 872119 492430 28809 98866 195654 22789550 1560210 16746828 21229340 7299148 6870700 30123597 34016015 2189120 2184648 6281391 7792696 8470511 9977344 X 4598713 21498125 17054373 2540546 21653086 24038671 30123597 34016015 X 105137 2280448 X false true X true X 3164665 1776535 8642266 3746968 10086911 27417345 3164665 1776535 8642266 3746968 10086911 27417345 27417345 -12751 32572 23344 27178 -25726 44617 27461962 27696345 0.99840 0.99320 X PART II, LINE 10 INVESTMENT INCOME 44,617 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 884182 884182 19587375 778693 18808682 2317993 781517 1536476 21229340 RESTRICTED INVEST- BOND RESERVE FUND 5404708 CONTRIBUTION RECEIVABLE- LONG TERM 843855 OPERATING LEASE RIGHT-OF USE ASSETS 260732 FINANCE LEASE RIGHT-OFUSE ASSETS 195940 BENEFICIAL INTEREST IN ASSETS H 165465 6870700 BONDS AND NOTES PAYABLE 6882872 CURRENT NOTES PAYABLE 500000 OPERATING LEASE LIABILITIES 154780 FINANCE LEASE LIABILITIES 117128 CURRENT OPERATING LEASE 73704 CURRENT FINANCE LEASE 64212 7792696 12883608 12883608 12883608 12778471 12778471 12778471 FORM 990 - ORGANIZATION'S MISSION TO PROVIDE CHILDREN AND ADULTS WITH DEVELOPMENT DISABILITIES THE LIFE SKILLS AND MARKETABLE JOB TRAINING THROUGH HORTICULTURAL THERAPY, VOCATIONAL PLACEMENT AND RESIDENTIAL SERVICES TO INCREASE THEIR INDEPENDENCE AND INDIVIDUAL CHOICES. FORM 990, PAGE 2, PART III, LINE 4A EMPLOYMENT SERVICES PROVIDES A WORK SKILL PROGRAM THAT OFFERS LEARNING ENVIRONMENTS GEARED TO ENHANCE DAILY SKILLS BY MEANS OF BOTH HORTICULTURAL SKILLS TRAINING (IN A GREENHOUSE) AND CLASSROOM ACTIVITIES. IN THE GREENHOUSE, INDIVIDUALS LEARN HOW TO PERFORM GREENHOUSE RELATED TASKS: TRANSPLANTING SEEDLINGS, WATERING PLANTS, TENDING ADULT PLANTS AND CREATING FINISHED FLORAL PRODUCTS WHICH CLIENTS THEN HELP TO SELL TO CUSTOMERS IN THE GARDEN CENTER. IN THE CLASSROOM, THROUGH OUR FOR LIFE SKILLS PROGRAM, INDIVIDUALS PARTICIPATE IN A CLASSROOM CURRICULUM. THIS FUN, INTERACTIVE CLASSROOM TEACHES SOCIALIZATION, TEAMWORK, FOLLOWING DIRECTIONS, TIME MANAGEMENT, MOTOR SKILLS, HAND EYE COORDINATION, SHORT AND LONG-TERM MEMORY DEVELOPMENT, IN ADDITION TO MUCH NEEDED LIFE SKILLS THAT ARE MODIFIED AND ADAPTED TO SUIT THEIR INDIVIDUAL ABILITIES. A NEW LEAF, INC PROVIDES JOB TRAINING, PLACEMENT AND SUPERVISION ON COMMUNITY-BASED JOBS FOR A VARIETY OF EMPLOYEES THROUGHOUT THE METRO AREA. THESE PARTNERS CREATE A SPACE FOR ADULTS WITH DEVELOPMENT DISABILITIES TO LEARN WORK SKILLS, HAVE A SAFE WORK ENVIRONMENT, TO DEVELOP THEIR ON PEER GROUP AND BE A PRODUCTIVE MEMBER OF WORKING SOCIETY. WE SERVED 144 IN OUR VOCATIONAL TRAINING PROGRAM. FORM 990, PAGE 2, PART III, LINE 4B RESIDENTIAL SERVICES A NEW LEAF, INC. RESIDENTIAL PROGRAM OPERATES 2 GROUP HOMES, 43 ADDITIONAL HOUSES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES LIVING IN TULSA METROPOLITAL STATISTICAL AREA. IN ADDITION, IT ALSO OFFERS 24HR/7 DAY ASSISTANCE TO INDIVIDUALS LIVING IN THE COMMUNITY INDEPENDENTLY. ALL CLIENTS ENGAGE IN PROGRAMMING THAT DEVELOPS AND ENCOURAGES THEIR INDEPENDENCE AND INDIVIDUAL CHOICES, SUCH AS HOUSEKEEPING, GROCERY SHOPPING, AND MEAL PREPARATION. SERVICES (I.E. ASSISTANCE WITH ACTIVITIES OF DAILY LIVING SUCH AS HYGIENE, MEDICATION ADMINISTRATION, AND TRANSPORTATION) ARE CATERED TO THE SPECIFIC NEEDS OF THE INDIVIDUALS TO ENSURE THAT THEY ARE SUCCESSFULLY INTEGRATED INTO THE COMMUNITY. THE OVERALL GOAL IS TO PROMOTE INDEPENDENCE AMONG THOSE WE SERVE. A NEW LEAF PROVIDED RESPITE CARE TO 97 INDIVIDUALS AND THEIR FAMILIES. POSTIVE BEHAVIOR SUPPORT SERVICES THE COEXISTENCE OF DEVELOPMENTAL DISABILITIES AND MENTAL HEALTH DISORDERS CAN HAVE SERIOUS EFFECTS ON A PERSON'S DAILY FUNCTIONING BY INTERFERING WITHVOCATIONAL AND RECREATIONAL ACTIVITIES, JEOPARDIZING RESIDENTIAL PLACEMENT,AND DISRUPTING FAMILY AND PEER RELATIONSHIPS. OUR BEHAVIOR SUPPORT PROGRAMPROVIDES DIRECT CARE STAFF, JOB COACHES, AND CLIENTS WITH COMORBIDITIES TOOLSAND COPING TECHNIQUES TO PREVENT BEHAVIOR CHALLENGES BEFORE THEY OCCUR.WE SERVED 31 52 IN OUR BEHAVIOR SUPPORT PROGRAM. FORM 990, PAGE 6, PART VI, LINE 11B THE TAX RETURN WILL BE REVIEWED BY THE GOVERNING BOARD BEFORE IT IS SIGNED AND SENT TO THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND ADMINISTRATED BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 15A THE FINANCE COMMITTEE MAKES AN ANUAL REVIEW OF A BIENNIAL TULSA COUNTY SALARY SURVEY OF NON-PROFIT ORGANIZATIONS. RECOMMENDATIONS AND ADJUSTMENTS TO COMPENSATION LEVELS ARE THEN GIVEN TO THE BOARD OF TRUSTEES FOR FINAL APPROVAL. FORM 990, PAGE 6, PART VI, LINE 15B THE FINANCE COMMITTEE MAKES AN ANUAL REVIEW OF A BIENNIAL TULSA COUNTY SALARY SURVEY OF NON-PROFIT ORGANIZATIONS. RECOMMENDATIONS AND ADJUSTMENTS TO COMPENSATION LEVELS ARE THEN GIVEN TO THE BOARD OF TRUSTEES FOR FINAL APPROVAL. FORM 990, PAGE 6, PART VI, LINE 19 A NEW LEAF'S GOVERNING DOCUMETS E.T.C ARE AVAILABLE TO REVIEW BY REQUESTING, IN PERSON AT OUR ADMIN OFFICE IN BROKEN ARROW. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES 982,554 249,963 189,940 FORM 990, PART XI, LINE 9 CHANGE IN TEMPORARY RESTRICTED NET ASSETS 0 SUBSIDIARY CAPITAL CONTRIBUTIONS 1,774,634 CONTROLING INTEREST 15,019,641 CHANGE IN TEMPORARILY RESTRICTED NET ASSETS -14,513,827 TOTAL 2,280,448